Events

Most owners have a number in mind for what their business is worth — but where did that number come from? In this free 60-minute session, CREBB Group founder Russ Kitzberger walks through what actually drives value: transferable systems, customer concentration, owner dependence, recurring revenue, and the real estate tied to the business. You'll leave with a practical framework for thinking about worth beyond a single number, a list of value drivers to start documenting, and a clearer sense of when a confidential valuation conversation makes sense — whether or not you're planning to sell.

Format: 30 min teaching, 10 min live Q&A, 5 min next steps. Free. Hosted by Russ Kitzberger, CREBB Group.

Would your business run without you? This session looks at the difference between a successful business and a transferable one — owner dependence, management depth, documented processes, financial clarity, and customer concentration. You'll walk away with a transfer-readiness checklist and a short list of the highest-priority risks to address before choosing a path forward, whether that's a sale, a transition, or simply more freedom in how the business runs today.

Format: 30 min teaching, 10 min live Q&A, 5 min next steps. Free. Hosted by Russ Kitzberger, CREBB Group.

For many owners, the building and the business are tangled together — and the timing of one can quietly limit the options for the other. This session covers how to think about the business and the property together: combined transfer, retained real estate with a lease, separate sale, relocation, or a staged transition. Russ Kitzberger walks through how occupancy costs, lease terms, financing, and buyer requirements shape what's actually possible, and which facts to gather before involving your broker, attorney, or CPA.

Format: 30 min teaching, 10 min live Q&A, 5 min next steps. Free. Hosted by Russ Kitzberger, CREBB Group.

Selling isn't the only path forward — and it isn't always the right one. In the final session of Carry Value Forward, Russ Kitzberger looks at how personal goals, timing, continuity, and risk shape the options available to an owner: outside sale, family succession, management transition, partnership restructuring, or expansion. You'll leave with a next-chapter options worksheet and questions for evaluating timing and successor fit — so you're prepared before circumstances force the decision.

Format: 30 min teaching, 10 min live Q&A, 5 min next steps. Free. Hosted by Russ Kitzberger, CREBB Group.